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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 51 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Mgmt Fees | $26,376 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 51 · EIN 34-1542819 1 N JEFFERSON AVE H0006-08R · SAINT LOUIS, MO 631032205 | Investment Mgmt Fees | $11,945 |
THE JOSEPH GROUP LLC1 year Filed as: THE JOSEPH GROUP CAPITAL MANAGEMENT Service code 51 · EIN 36-4729550 605 SOUTH FRONT ST. · COLOMBUS, OH 43215 | Investment Mgmt Fees | $7,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,092 | $106,524+43.7% | $152,301+0.5% | $87,485+75.0% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 23.25% | 26.89%-3.6pp | 80.50%-57.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $16,525 | $3,371+390.2% | $4,624+257.3% | $2,596+536.5% |
| Participant deferral / active EE | $6,476 | $6,525-0.8% | $8,004-19.1% | $4,274+51.5% |
| Admin fee / account holder | $13,552 | $8,287+63.5% | $14,398-5.9% | $7,775+74.3% |